Zinc Stocks Plummet as LME Inventories Hit Record Lows
Global commodity markets are once again turning their eyes to zinc, as London Metal Exchange (LME) inventories plummet to multi-year lows. From roughly 230,000 tonnes at the start of 2025 to just 40,850 tonnes today, the drawdown in deliverable stocks is putting extreme pressure on physical supply chains and fueling talk of a looming deficit. […]
Tin Soars on Indonesia Crackdown of Illegal Mines
Global commodity markets were jolted this week after Indonesia, the world’s largest exporter of tin, announced a sweeping crackdown on illegal mining operations. The move, which will shutter an estimated 1,000 unlicensed mines responsible for up to 80% of domestic production, sent London Metal Exchange (LME) tin futures surging past $37,500 per metric ton — […]
U.S. Eyes Equity Stakes in Australian Critical Minerals Projects to Secure Supply Chains
The race to secure critical minerals is intensifying. With geopolitical risks reshaping global trade flows, the U.S. government is stepping up its strategy: directly offering to take equity stakes in Australian critical mineral projects. This move is designed to diversify supply chains, reduce reliance on China, and position the U.S. as a key player in […]
Chinese Refiners Pivot to Metal Dissolution as DRC Quotas Squeeze Hydroxide Supply
Cobalt markets are flashing red as Chinese refiners scramble to adapt to fresh export restrictions from the Democratic Republic of Congo (DRC). The world’s largest cobalt producer has tightened quotas on cobalt hydroxide, the critical feedstock for electric vehicle (EV) batteries, sending shockwaves through supply chains and triggering a rally in cobalt metal and sulfate […]
Gold Pushes into Record Territory amid U.S. Shutdown, Eyes on Rate Cuts
Gold is once again proving why it remains the world’s premier safe-haven asset. As of early October 2025, the yellow metal is trading above US$3,850 per ounce, pushing toward new record highs amid mounting macroeconomic uncertainty. A combination of the ongoing U.S. government shutdown and rising expectations that the Federal Reserve may soon pivot to […]
